Customer Success Specialist

Customer Success Specialist

Robert Half Lexington is looking for a dedicated Customer Success Specialist to join a team in Lexington-Fayette, Kentucky. This is a contract to permanent opportunity, offering a dynamic work environment with potential for long-term placement and detail-oriented licensing. The role involves delivering exceptional customer service while managing inbound calls and supporting clients with property and casualty policy needs. Licensing in KY is required for this role. Apply today to be considered!

Responsibilities :

• Handle approximately 30 customer calls daily, addressing inquiries related to property and casualty policies.
• Identify potential sales opportunities during client interactions and transfer leads to the sales team.
• Review and interpret policy notes to provide accurate information to customers.
• Assist clients with claims by collecting basic information and transferring them to the appropriate department.
• Maintain a calm and detail-oriented demeanor during all customer interactions.
• Work a rotating four-day workweek, ensuring consistent hours and pay.
• Collaborate with internal teams to ensure seamless client service.
• Perform accurate data entry and documentation for all customer interactions.
• Adhere to company standards for customer service excellence and compliance.
• Continuously seek opportunities to enhance the customer experience.

Requirements :